See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,728 | $47,944-65.1% | $67,834-75.3% | $62,891-73.4% |
| Participation rate | 80.0% | 61.1%+18.9pp | 68.8%+11.2pp | 69.3%+10.7pp |
| Annual return | 5.93% | 11.77%-5.8pp | 138.47%-132.5pp | 20.14%-14.2pp |
| Employer contribution / active EE | $186 | $1,562-88.1% | $2,403-92.3% | $2,281-91.9% |
| Participant deferral / active EE | $606 | $2,247-73.0% | $3,160-80.8% | $3,203-81.1% |
| Admin fee / account holder | $2,223 | $3,712-40.1% | $4,622-51.9% | $4,296-48.2% |